The Global Standards Management Process (GSMP)

The Global Standards Management Process (GSMP)
Workshop – The New GSMP 28-29 June-2010, V16

Workshop - the New GSMP 28-29 June 2010 – ParisSchedule Day 1 Welcome to the New GSMP What is the Structure of GSMP? How does the GSMP Process Work? How will Work Transition to the New GSMP How to Participate in the GSMP Day 2 How to Participate in the GSMP (Continued) Local Community Network Industry Engagement What is the GS1 Intellectual Property Policy?

Welcome to the New GSMP “...congratulations to all involved for their outstanding work in creating a new and integrated standards development process.”

Preamble The Global Standards Management Process (GSMP) is the global forum for users to bring business needs that require standard based solutions to create a more efficient Supply Chain. Specifically, the GSMP provides a comprehensive set of methods and rules allowing GS1 Community and affected industry groups to submit their needs and lead in the creation of globally agreed standards and guidelines. This version of the GSMP represents an integration of the processes that were previously referred to as GSMP and EPCglobal SDP. As such, this version of the GSMP is the only GS1 standards development process and it applies to ALL published GS1 Standards (EPC, GDSN, Barcodes, eCom, etc.). The GSMP supports ALL sectors in GS1. Motivated users must be willing to commit their resources towards development and implementation. This will allow the process to prioritise what is most important and will enhance the current global supply chain by focusing on those standards that have the most impact in the shortest amount of time.

Manual Comment Status and Next Steps 337 Comments Received 252 resolutions prior to Issue #1 85 deferred Progress since 29 additional comments resolved (by clarification or changes) Submitters notified POC to approve Open Comments: 56 remain open Submitter will contacted with or for resolution Unresolved will be brought to governance Next Publication

The New GSMP: An Integration of GSMP and EPC Committee structure similar to GSMP: Standing bodies handling Maintenance Work Requests Ad hoc work groups handling Development Work Requests Industry driven engagement model similar to EPCglobal’s current methods for bringing community needs into the standards process Includes the development of all GS1 standards

What is the Structure of GSMP?

A Clear Foundation of Principles and Governance 1 4 2 3 1 4 2 1. Openness & Transparency 2. User Driven Standards 3. Consistency 4. Stakeholder Participation 5. Standards Protection and Maintenance 6. Governance 7. Consensus and Voting 8. Global Applicability 3 Management Board Board Committee For Standards

GS1 Standards Governance General Assembly GS1 Management Board BCS GSMP Operation Ratification GS1 System Integrity EPC Implementation ONS Operation Certification GDSN Implementation GR Operation Certification EPCglobal Board GDSN Board

GSMP Governance and Support Structure The Governance Support groups consist of the following bodies: GS1 Management Board Board Committee for Standards (BCS) Architecture Group Process Oversight Committee Central Operations (GS1 Staff) Technical Standards Committee

Board Committee for Standards GS1 Board Committee for Standards (BCS): Provides operational and strategic policy and guidance in support of the GSMP Lori Bigler, Smucker Ann Dozier, Coke Elzbieta Halas, GS1 Poland Lionel Lechot, Nestle Miguel Lopera, GS1 Pierre Georget, GS1 France Maria Palazzolo, GS1 Australia Mike Rose, Johnson & Johnson Juan Antonio Sanfeliu, Manufacturas Antonio Gassol Art Smith, GS1 Canada Joe Spagnoletti, Campbells Soup Gerd Wolfram, Metro AG Volker Zeiner, B. Braun Mark d’Agostino, GS1 Sally Herbert, GS1

Process Oversight Committee Process Oversight Committee (POC): Ensures that the GSMP is delivering standards that are critical to business needs with world-class efficiency Pat Vessey, Best Buy Carol Edison, General Mills Barb Munro, Kraft Foods Ron Bone, McKesson Jackie Rae Elkin, Medtronic Hanjoerg Lerch, Metro AG Robin Kidd, Nestle Ron Moser, Wal-Mart John Hall, Supervalu Steven Periera, GS1 Australia Mike Sadiwnyk, GS1 Canada Per Kilshom, GS1 Denmark Natascha Pottier, GS1 France Klaus Foerderer, GS1 Germany LoekBoortman, GS1 Netherlands Mary Wilson, GS1 US

09.05.05 Process Oversight Committee OGSM 2010 - 2011

Technical Standards Committee Technical Standards Committee (TSC): Subcommittee of the POC, ensures that GSMP is delivering technical standards that address business community requirements Ali Rezafard, Afilias Steve Halliday, High Tech Aid Chris Diorio, Impinj Steve Robba, Johnson & Johnson Paul Michicich, Kraft Foods Xavier Barras, GS1 France Andy Wai, GS1 Taiwan

Architecture Group Architecture Group: Promotes and protects the technical integrity of the GS1 system Mark Harrison, Auto-ID Labs Cambridge Jin Mitsugi, Auto-ID Labs Japan Christian Floekemeier, Auto-ID Labs MIT Josef Preishuber-Pflügl, CISC Ken Traub, Ken Traub Consulting Paul Michicich, Kraft Foods Jens Kungl, MGI Metro Vera Feuerstein, Nestle John Duker, P&G VelumaniPillai, Pfizer Bryant “Buck” Stuart, Wal-Mart Sue Schmid, GS1 Australia EugenSehorz, GS1 Austria Kevin Dean, GS1 Canada Pierre Georget, GS1 France AndeasFuessler, GS1 Germany KK Suen, GS1 Hong Kong Ravi Mathur, GS1 India Hein Gorter de Vries, GS1 NL Pere Rosell, GS1 Spain Staffan Olssen, GS1 Sweden Andrew Osborne, GS1 UK David Buckley, GS1 Henri Barthel, GS1 Sean Lockhead, GS1

Architecture Group OGSM 2010 - 2011

Governance Transition & Interim Ratification Governance Transition Governance: Groups are formed with grace period for signing of IPP New Governance requires roles of old Governance for closure to current processes Interim Ratification

Organization of New committees

Old GSMP and EPCglobal Work Group Structures Bar Code & Identification BRG GPC BRG eCom BRG GDSN BRG Traceability BRG Data Accuracy BRG EPCglobal IAG / JRG / HAG / SAG groups

What is the Structure? Working Groups fall under one of the following types: Standards Maintenance Groups (SMG): Standing working groups composed of business process and GS1 standards experts Mission-Specific Working Groups (MSWG): Formed to work on Development Work Requests or GSMP initiatives - are closed upon completion of the solution.

What SMGs maintain what standards? Bar Code GS1 General Specifications Bar Code portions Section 5 Data Carriers Sections 5.1-5.4 and 5.6-5.8 Symbol Specifications are managed at ISO/IEC level Section 5.5 and 5.9 managed as a part of AIDC Application Standards in Identification SMG Section 6 Symbol Placement

What SMGs maintain what standards? Data Accuracy GDSN Package Measurement Rules GDSN Package Measurement Rules Implementation Guide

What SMGs maintain what standards? eCom EANCOM EANCOM 2002 - User Manual Digital Signature in EANCOM Use of EPC-Numbering in EANCOM CIN-Mapping to EANCOM GS1 XML Standards eCom Order BMS eCom Deliver BMS eCom Pay BMS eCom Plan BMS Other XML BMS GS1 XML Solutions/Guides eCom Logistics GUSI Intelligent Packaging Pedigree TPPM eCom Technology & Support SBDH AS2/AS1 Recommendation AS2 Guideline etc

What SMGs maintain what standards? Event Sharing EPC Information Services (EPCIS) Object Name Service (ONS) EPC Core Business Vocabulary (CBV) EPC Discovery Services

What SMGs maintain what standards? GDS Data Management of Extended Attributes Process Manual BMS - Align Variable Measure Trade Item BMS - Align/GDSN/Synchronisation of Future Version Information GDSN - XML BMS GDSN Extended Attributes GDSN Validation Rules Master Data - XML BMS (deprecated) Product Image Specification GS1 Standards Document GDSN Price Synchronisation Implementation Guide GDSN Trade Item Implementation Guide

What SMGs maintain what standards? GPC Global Product Classification (GPC) GPC-UNSPSC Mapping Tool

What SMGs maintain what standards? Identification EPC Tag Data Standard EPC URI Correspondence between EPCs & GS1 Keys GS1 Key Allocation Rules Missing ID Resolution Highlighting Serialization EAS Guideline General Requirements to Assess Conformance of GS1 Bar Codes GS1 General Specifications Identification portions Section 1 Principles Section 2 Application Standards Section 3 AI Definitions Section 4 Application Rules Section 5.5 Production & Quality Section 6.5 Apparel Zones Section 6.7 GS1 Logistics Label Section 7 AID Validation Rules Section 8 Standard Glossary Terms

What SMGs maintain what standards? RFID Hardware UHF Class 1 Generation 2 Air Interface HF Class 1 Generation 2 Air Interface

What SMGs maintain what standards? RFID Software Application Level Events (ALE) Discovery, Configuration, and Initialization (DCI) Low Level Reader Protocol (LLRP) Reader Management (RM) Tag Data Translation EPC Tag Data Standard V1.5 RFID SW portions per TOC line numbers 149-161 (needs split Intro), 189-194, 195-204 and 206 (technical implementation level), 207-351

What SMGs maintain what standards? Traceability Global Traceability Standard Global Traceability Standard for Healthcare GS1 Traceability Standard for Fresh Fruits and Vegetables - Implementation Guide GS1 Traceability Standard for Healthcare (GTSH) - Implementation Guide

Questions?

How does the GSMP ProcessWork?

New GSMP 4-Step Process Single development process across GS1 Common process for standards, guidelines Leverage the best practices across GS1 Ensure industry and technical expertise Will ensure guiding principles of GS1 are maintained (GSMP and EPCglobal SDP)

Work Requests (WR) 1 4 2 3 Entry point into the GSMP process Transparency and visibility throughout the whole process Statement of Business Need…Clarity to community on the problem to be solved Development WR Central Operations Central Operations & POC Work Groups SBN Charter W Knobs Development WR WR Standards Maintenance Groups Maintenance WR

How DO We Ensure a Robust Solution?…By Defining the NEED! 1 4 2 3 Current Scenario Assumptions Out Of Scope BRAD Proposed Scenario Dependencies Challenges

What is a BRAD? Provides documentation to satisfy business needs Processes User requirements Business Rules Contains all background information needed to create a business solution It is not a Solutions Document

Standards Development Documentation

Levels of Granularity Executive Overview Scope Processes Rules and Requirements

Executive Overview – Section 1 Provides a high-level view of the problem that the group is trying to solve, why it is a problem, and the proposed solution. Business Opportunity/ Business Needs – Why? Window of Opportunity – When? Business Intention – What? Business Justification – ROI Audience – Who Does not include requirements, processes, or rules and should avoid technical terms.

Business Justification States the business case for the solution. Specifies the tangible benefits that will be achieved by creating and implementing the proposed solution. “The ECR Europe report describes the benefits of integration between manufactures and material suppliers in the upstream CPG supply chain based on several business cases as follows”: reduction of inventory levels of up to 40% reduction of administrative costs 30% reduction of lead times of up to 40% reduction of production costs of up to 6% service level approaching 100%”

Scope - Section 3 Scope is important both in framing the subject matter of the requirements gathering session and as a means to better test the solution against the requirements. Scope must include: the area of applicability of the standard (for example industry, process, geopolitical area). any limitations on the content or application of the standard. In Scope / Subsequent Phase / Out of Scope

Scope Narrative In Scope Functionality that will be handled in the BRAD. Out of Scope Functionality that may be tangentially relevant but is handled by other processes or are viewed as non-essential to this process. If something is out of scope, you should give a reason.

Business Process Analysis - Section 6 What is a business process? “a set of logically related business activities” Goal of Business Process Analysis: is to identify and analyze the collection of Activities Actors Inputs / Outputs

Implementation Considerations – Section 11 A placeholder for further information that may help the user understand the issues and solutions within the BRAD’s scope. This section is unstructured. The Analyst should make every effort to place information in the more structured sections of the BRAD before adding information to this section. Rule: Do not place redundant information in this section as it makes it very difficult to maintain the document.

How Can We Develop With Quality? 1 4 2 3 Expertise SMG or Work Group develops the Standard Community Review includes related SMGs, Architecture Group and GSMP Community as a whole Prototype or Pilot (optional) Architecture Methodology

Can The GSMP Improve Deliver to the Member Organization Community? 1 4 2 3 Additional Collateral Webinars / Training / Newsletters / Bulletins Conformance and Certification Impact Analysis Ratification by Management Board Standards Collateral Material Confirm Additional Collateral Implementation Plan and Impact Analysis eBallot Ratification IP Review BCS POC

Work Requests and Work Orders Work Requests (WR) are submitted by the community to request new standards or modify existing standards WRs becomes Work Orders (WO) when work is initiated in GSMP Step 2 (Requirements).

Mission Specific Work Groups

Document Maturity Levels

Document Maturity Types & Associated Process Step

GSMP Voting All GSMP members are eligible to vote Process-mandated voice motions: Moves work from step to step Subject to participation minimums - if not met, virtual motion required Community eBallot: Progresses draft requirements and standard forward

GSMP Voting GSMP minimums take the following form: A minimum of 12 organizations must participate. In addition, a minimum balance (“2-2-2”) of: 2 MOs 2 End Users from one side of the trading relationship 2 End Users from the other side of the trading relationship If a particular work effort requires unique minimums, they will be defined in in the Working Group Charter

Summary of Changes

Q&Q Where in the process are we validating work requests and prioritizing them WRs are prioritized by IE groups after WR submission. (to be further discussed in IE session) What happens if my request needs further input You are contacted for the additional information by Eileen or proxy. Do I have a role in the process You are a member, you vote in both the standards approval and prioritization by the creation of an SBN. You support your members, so you help them on board into GSMP. You participate in governance to help make decisions on the process. Can I influence the process? Same as above What if the timeline is 2 years away, what happens to my need? Global prioritization will result in some items being considered more important than others. This decision will be documented and made with rationale. Providing awareness of rationale and status are important to manage the local community and expectation. When I enter a work order, where will it go? GSMP development process is clear, but more clarification is needed for IE. Clarity for cross sectoral need? How long will it take? Work efforts are dependent on the difficulty of the subject matter, the depth and breadth. The project charter will define the timeline that will be agreed upon. Timelines are within the scope of the group to modify. How can I track the process? The work request system has the step status document along with the group the request resides in. If more information is needed, contact the process manager. What is happening about solutions/services development? Sally has created a team to adapt the current GSMP methodology to solutions/services. How do policies and strategies interact with GSMP? For example, there is an eCom strategy and a GDSN roadmap, do they support the GSMP or constrain them? The group pointed to concerns it appears that past organization roles are being maintained especially in the area of strategy development which seems to undermine the benefits of OE. Unanswered

Questions?

How will work transition into the New GSMP?

Work Transition GSMP - existing Work-in-Progress EPCglobal - existing Work-in-Progress New GSMP 19-April 2010

Work Transition for Maintenance Changes Simple (Maintenance) Work Requests submitted into the current GSMP will continue to be processed in the current GSMP model by the Business Requirements Groups (BRGs) until the analogous Standards Maintenance Group (SMG) in the new model achieves a critical mass of GS1 IP Policy signatories. GSMP BRG - existing Work-in-Progress New GSMP 19-April 2010 The institution of the GS1 IP Policy in the new process will play a key role in determining WHEN any group is considered operational. Each SMG must have an Opted-In membership of sufficient size to represent a valid minimum of the community voice in the creation of the standard. The determination of what is a “valid minimum” will be made by the Process Oversight Committee (POC).

GSMP Existing Work-in-Progress Working Group Participation Requirements Current members or new members are NOT required to sign the GS1 IP Policy*. * Exception: The GSMP Multiple Barcodes Work Group requires the GS1 IP Policy and MBC Opt-In. Members of EPC & GSMP: Get ready for the new GSMP now! New groups are forming soon. EPCglobal Existing Work-in-Progress Current members have signed the existing EPCglobal IP Policy and applicable Opt-In (no action required). New members must sign the GS1 IP Policy and GS1 to EPC Acknowledgment form and applicable Opt-In New GSMP Working Groups All members who have NOT previously signed an IP Policy are required to sign the GS1 IP Policy and applicable Opt-In All members who have previously signed an EPCglobal or GS1 MobileCom IP Policy are required to sign an Acknowledgement Form and applicable Opt-In. *Exception: TDTS MSWG participation requirements are the same as EPCglobal existing work-in-process. 19-April-2010

How do I Participate in the GSMP Process?

Participating in Standards Development Be a GS1 Member in good standing Virtual teleconferences and/or video conferencing which range from weekly to monthly Physical meetings occur twice a year Ad hoc physical meetings may be scheduled Sign appropriate IP documents

GSMP Membership Types

GSMP Membership and Benefits * ability to help shape and develop standards

Local Community Network

Question: What is the new LCN Mission? When local communities participate in standards development, global standards are improved LCNP expands the New GSMP with coordination and communication of standards development to the local communities through the support of MOs. Mission Engage local supply chain experts in standards development despite the barriers of organization size, culture, language and time zone.

Bridge the barriers of time zone, language, culture and local business practices Recast in light of new IP and community voting model

GSMP & LCN, Before and After… GSMP & LCN, After GSMP & LCN, Before

How Do IP and Community Voting Change MO Local Community Participation in GSMP? LCN Member Participation Was No IP No Voting Did not participate in Community Review Did not participation in working groups Did not participate in the development of standards Local Community Member Participation Is Must sign IP Can Vote Can Participate in Community Review Can Participation in the development of standards and IG The value of MO Member Support increases under the New GSMP

MO Role in the New GSMP The local MO support for GSMP Confirms member in good standing status Facilitates members execution of GS1 IP Policy Assists and supports local members with the GSMP on-boarding process Assist local members in joining GSMP working groups Ensure local members are educated on GSMP work activities to ensure value in their community review and votes

Tools we have provided? LCN Global Agenda: Summary information about every active Working Group Can be translated into local language LCN Monthly Conference Calls: Summary of Statement of Business Need that Industry Engagement members authored to detail their business issue that the GSMP Working Group is focused on for Requirements or Development MO’s can then identify any regionalized impact of the work effort This does not include the myriad of additional supporting tools for GSMP membership including website, knowledge centre, process documentation and community managed tools GSMP Support to MO’s Provide the tools to educate your community - their community review comments and votes count

Discussion Should LCN be renamed? Local Community Management GSMP MO Services Should we retain the tools? How do handle communications? Should we provide a c-Room to MO’s to manage their community?

Key Questions

How do I access GSMP Information?

GSMP Website www.gs1.org/gsmp/

Community - Participation NEW! How to join What to join Where to join http://www.gs1.org/gsmp/community/working_groups http://www.gs1.org/gsmp/participation

Participating in GSMP Participating in GSMP is easy! First, you need to make sure that your company is a member in good standing of an MO, you are registered in Community Room and your company has signed the GS1 IP Policy or Acknowledgement form. Then you can apply for GSMP membership and sign up for participation in one or more of our Working Groups. Please use the instructions and links below to start participating!

Join in 5 Steps Step 1: GS1 Member Organization (MO) Membership Status Step 2: GS1 Community Room Account (c-Room) Step 3: GS1 Intellectual Property Policy (IPP) Step 4: GSMP Membership c-Room Step 5: GSMP Working Group Member (all GSMP working groups including SMGs ) Add Link:

Working Groups

Groups Structure in Community Room Former GSMP new name GSMP (Former) New GSMP new name GSMP

View your MO Staff Participation in Community Room Coming Soon, view your Company IP Status Here

Change Request System will become the Work Request System and In include IE http://cr.gs1.org/changerequest/main.cfm

Welcome Materials GS1 Standards Development Newsletter GSMP Management Report GS1 In-Touch Process Updates GSMP Communication Vehicles Weekly Communications CommunityReview Notifications Process Change Notifications (PCN) Call-To-Actions (CTA) GSMP Updates and Notifications Quarterly Communications Targeted Communications Targets New Members Targets Specific BRGs/WGs

MO Tools Page NEW!

GS1 Industry Engagement Introduction
Version 7 25th June 2010 Ian Robertson Hosted by

Welcome & Overview What is the purpose of Industry Engagement? What is the structure of Industry Engagement? How is Industry Engagement governed? How do the Industry Engagement processes work? How to participate in Industry Engagement? How will work transition into the new Industry Engagement processes? Two views - one process

Preamble Industry Engagement provides a global focus on industries that GS1 provides standards, services & solutions for on a global basis It's an opportunity to define and validate industry's needs before developing solutions to those needs But it also provides an opportunity to identify where global industry specific or generic solutions are needed And it provides support, training, a help desk and support materials for all MO's for all industries that GS1 serves It has a close partnership with System Development and together they form a single integrated, cohesive process for our members

What Is The Purpose of Industry Engagement?

Industry Engagement Roots It emerged from the Joint Boards Meeting of the 2nd of October 2008 that established the principles for what became known as "the Chicago Meeting Proposal "That became the Organisational Effectiveness program Principle #1 - Provide an integrated face to all sectors and industries We needed a team to representGS1 to industry at a global level And to represent industry at a global level to GS1

Industry Engagement Pillars System Development Industry Members & Associations Member Organisations Other Teams Such as EPC & GDSN Boards & BCS

Some IE Founding Principles ... MO's are responsible for the account relationship between GS1 and their end user community … Global industry strategic guidance and coordination) is the responsibility of GO IE team … Any ‘IE team’ must have an active and appropriate MO participation & commitment … IE engagement plans must adapt to the way its key stakeholders are organised … GS1 Global Office development efforts driven by user needs (often represented by MO's) etc…

Industry Engagement's Charter Manage GS1 interface to industries at a global/multi-country level, with full involvement and support of MOs Develop industry plans/roadmaps, synchronised with other GS1 teams Provide guidance on proper use & implementation of GS1 standards Drive development of specific industry solutions and services Accountable for creation of future direction and forward looking standards Act in an advisory capacity on industry matters to the GS1 Leadership Team and Management Board Identify prioritized needs of industries relevant to the work of GS1 Work with Strategic Alliances identifying opportunities for industry solutions Assist MO’s, when requested, to help their members implement GS1 standards, services or solutions

Global Support For Local Activity GO & MO = ‘glocal’ Industry Engagement UK Tesco UK, Asda, Macro… Nestle UK DE Metro DE, KarstadtQuelle Nestle DE, P&G DK GO GO FR Carrefour, Metro FR Nestle FR, P&G FR US Wal*Mart US, Tesco US Nestle US, P&G US…. Global Industry Engagement MO Delivery & Support CA Wal*Mart CA, LoblawNestle CA, P&G CA Local industry management Key account management (lead in HQ country) Local delivery & Support

What is the Structure of Industry Engagement ?

Industry Engagement Structure Consumer Electronics Retail Value Chain Healthcare Transportation & Logistics Solutions MO Support Item Labeling Cross Border Implemntatn Guidelines Global Traceability Training Inventory Management Yard Management Warranty Management Mobile Commerce Help Desk Strategic Planning Patient Standards Track & Trace Functionality crosses all industries Mo bile Commerce Training & Support for all industries and all MO's

IE Functional Structure New GSMP Strategic Planning Inventory Managment

Managing Industry Relationships

Managing Industry Relationships GlobalRegulatoryBodies WHO AMR GlobalIndustryAnalysts Global IndustryTradeAssociations GlobalIndustrySolutionProviders CGF Global Industry Thought Leaders SAP Retail Value ChainIndustry User Group Walmart

Managing Industry Relationships Principle #1 - Provide an integrated face to all sectors and industries "We needed a team to representGS1 to industry at a global level And to represent industry at a global level to GS1"

Defining Industry's Needs Through an IUG

Defining Industry's Needs Industry Regulators ICAO Member Organisations MO's Industry Members Industry Solution Providers System Development Carrefour Woolworths Johnson & Johnson etc. SAP GSMP AIDC eCom

Industry Engagement Structure Consumer Electronics Retail Value Chain Healthcare Transportation & Logistics Solutions MO Support Cross Border Implemntatn Guidelines Global Traceability Training Inventory Management Patient Standards Some needs span more than one industry Each industry has a GS1 Global Office Industry User Group (IUG) that carries out the work that Industry Engagement is chartered to do with industry: Industry Specific solutions may also span more than one industry Yard Management Warranty Management Mobile Commerce Help Desk Strategic Planning For defining specific business needs, a Business Needs Group (BNG) is formed and exists as long as needed to complete that specific work And MO's must be properly supported in helping their members adopt & use GS1 offerings Mo bile Commerce Track & Trace Functionality crosses all industries Sometimes, the entire IUG will work on a specific need, in which case the IUG is effectively the BNG Training & Support for all industries and all MO's

Defining Industry's Needs Each industry has a GS1 Global Office Industry User Group (IUG) that carries out the work that Industry Engagement is chartered to do with industry: For defining specific business needs, a Business Needs Group (BNG) is formed and exists as long as needed to complete that specific work Sometimes, the entire IUG will work on a specific need, in which case the IUG is effectively the BNG Where common needs cross industries then either an IUG will lead for all industries or a cross industry BNG will be formed

What Is An "Industry User Group?"

An Industry User Group An Industry User Group (IUG) is how GS1 engages with organizations in a particular industry sector or group of sectors. It brings together industry stakeholders to discuss and identify common inddustry needs that may be addressed by the GS1 System. It also help its industry to understand & adopt relevant parts of the GS1 System. It may also identify areas of industry business need not currently addressed by the GS1 System, but could be addressed by enhancing the GS1 System Identification of unmet business needs may lead to enhancing the GS1 System through the Statement of Business Need (SBN)

How Does An IUG Work? Any GS1 member in good standing can join an IUG Every IUG has a Charter that is ratified by the Industry Engagement Advisory Committee (IEAC) Since only business needs are identified and defined, then there is no requirement for the GS1 IP Policy to apply to IUG's An IUG normally has two Co-Chairs, elected by the IUG members to serve for a period of two years IUG procedures are contained in the Industry Engagement Guide The Board Committee for Standards (BCS) is responsible for ensuring that IUG's follow due process

Defining Business Needs 1 4 2 Projected Benefits 3 Challenges Current Scenario BusinessProcesses SBN SD Advice Dependencies Resource Planning Gather and Analyze Needs SBN Out Of Scope Complex WO IUG Approval Community System Dev IEAC

What's In That "Statement of Business Need" ?……

Why Have A SBN At All? The SBN is designed to answer some critical questions before GS1 and our community commit to development In our prior environment these questions were often left to much later in the process and sometimes not asked at all Yet knowing up front as much as possible about industry's needs and commitment to use what we develop reduces efficiency and effectiveness in using our resources

Questions Posed In The SBN How can GS1 help? What processes will be impacted? How will we know that we did help? Before we develop anything….. What's the business rationale? How will what we develop be used? Will it be cost effective? Who do we need to develop it?

What Does An SBN Look Like? Introduction Business Justification (why do this at all?) IndustryProcessFlow(what processes are impacted?) Problem/ Opportunity Analysis (how can we help?) Opportunity Potential Industry Benefits Probable Costs Incurred Geographic Scope Possible Solutions Dependencies SuccessMeasures(how will we know that we did help?) Industry Dates Key Performance Indicators

What Does An SBN Look Like? CommitmenttoImplement(will our help be used?) MembershipRequirements(who do we need to do it?) General Principles Proposed Skill Set Participants List Costs & Resources Appendix (will it be cost effective?) Financial Impact on GS1 Proposed Personnel Support Total GS1 Global Office Staff Requirement

What Happens To The SBN? It forms the basis of everything that follows in terms of development And triggers the start of the New GSMP development processes While acting as a constant reference point to ensure we remain on the path of developing what is really needed And finally, it forms part of our due process, overseen by the BCS, to ensure we have acted impartially and according to our agreed procedures

GSMP 4 Step Process 1 Statement of BusinessNeed 4 2 Requirements Analysis Deployment 3 System Development

IE & SD Process - Simplified GS1 Member Industry Engagement Industry User Group (IUG) 3 YP, 1 YP, Road Maps Work Request Develop Statement of Business Need (SBN) Development Maintenance GDSNBoard Industry Engagement Advisory Committee (IEAC) EPC Board GS1 LT System Development Requirements Development (Standards, Solutions, Services) Deployment

Work Requests That Are Refused The IUG approves Work Requests & SBN submission It does so based upon many factors: Fit to strategic plan Global applicability Compatibility with existing GS1 portfolio Avoid duplication of effort with other standards bodies It may decide that a Work Request does not meet the criteria for approval or is less urgent than other requests In which case the IUG will communicate its decision back to the person submitting the Work Request Remember that the IUG is made up of members and MO's that represent their members in that industry

Why Participate In An IUG? The IUG is the only group that will define the needs of industry If you want to influence what is developed for an industry or group of industries, then this is the group to join The more industry participation, the greater the probability that what is developed will meet industry's needs

Where Do You Join An IUG? Go to the GS1 Community Room and look at the Industry Engagement section Pick out the industry group that you want to join and apply in that community room Once you have been admitted, then you can see all documents relevant to that IUG including its Charter

Defining Industry Solutions

What Is An GS1 Solution? GS1 has many elements in its portfolio of offerings Standards for Barcodes, eCom & EPC Services such as GDSN Implementation Guidelines such as Consumer Electronics EPC Guidelines for Procedures such as Traceability A solution is a GS1 branded combination of two or more elements aimed at meeting specific industry needs Everything that we do could be seen as a "solution" to an industry need But in this context we specifically mean a combination of elements that we, GS1, stand behind and support

Developing Industry Solutions Industry Regulators EFSA Member Organisations MO's Industry Members Industry Solution Providers System Development Carrefour Wegmans Bailian SAP GSMP AIDC eCom

Food Safety (according to British Retail Consortium food standard) Senior Management Commitment HACCP Plan Food Safety & Quality Management Plan Site Standards Product Control Process Control Personnel Policy & Manual Responsibilities & Authority Contracts & Customer Focus Internal Audit Supplier Performance Traceability Recall Management

GS1 Standards role in Traceability How ? What ? Regulations, HACCP, ISO 22005 IFS, BRC, SQF, Global Gap… Between partners Internal focus

Why Have A GTC Programme? Support the implementation of traceability across the supply chain with GS1 standards Leveraging expertise in the GS1 Community Complete existing documents With a concrete service

31 GTC Pilots Globally in 2009 Aguas Danone Eurofarma Carrefour City CCU TPTE CCU Icestar Friofort Gesex Champion Agrocommerce Nestlé Salmofood Munning Syngenta Viña Indomita Bbraun Telefonica Fabrica Nacional de Chocolates Confidencial Colombia Argentina Musgrave Retail (Supervalu) Partner Ireland Carnes Viba San Miguel de Proyectos Agro Old Fashioned Food Central Peruana de Cafetaleros Alicorp Bodega Sotelo Agricultura 3 generaciones Biondi y Cía de Tacna Marcahuasi Denial BetAgro Kraft Food Brasil Ireland Belgium México New Zeland Chile Perú Thailand USA

GTC Pilots Per Sector AMERICAS – EUROPE – ASIA/OCEANIA

Reporte Auditoría Assessment Report Obl Obl Total Total N/A N/A Max. Max. Con Con NC NC % % App App Major Major 41 41 8 8 33 33 27 27 6 6 82% 82% No No Minor Minor 17 17 4 4 13 13 12 12 1 1 92% 92% Yes Yes Recom Recom 43 43 9 9 34 34 13 13 21 21 38% 38% Yes Yes Total Total 101 101 21 21 80 80 51 51 28 28 No No GTC Programme In Short Assessment Report signed GTC Checklist maintained in GSMP BRG Traceability 1 Implement 1 Implement 2 Assess 4 Certification 3 Assist 3 Assist Performed by: Organization with help of: GS1 MO or/ with consultant, Solution Provider Performed by Accredited GTC Auditor : GS1 MO or/ with consultant, Solution Provider Performed by: GS1 MO or/ with consultant, Solution Provider Implemented by third party On market demand GS1 MO Or/ with consultant, Solution Provider + Accredited Auditor Regulated by GS1 GTC Operations Manual

Food Traceability Activities Maintain GTC technical material in GSMP (GTS and GTC checklist in BRG Traceability) Maintain GTC Operations Manual Training programme Community management Collaboration with food associations

Providing MO Support

Providing MO Support Implementation Support MO's Member Organisations MO's Help Desk Industry Engagement MO's Training Industries Solutions MO's

MO Support - Charter Activities cover a range of activities specifically designed to support MOs in their work with users. Customer Service & Helpdesk Provide first level contacts and support service for MO's Act as the bridge between MOs and GO experts Share MO ideas and best practices Training and Education Provide training and education services for MO's based upon their needs Implementation Support Development of implementation guidelines for new standards, services and solutions Deployment of new standards, services and solutions to MOs 132 132

Clear Roles & Responsibilities GO & MO = ‘glocal’ Industry Engagement Tesco UK, Asda, Macro… Nestle UK Metro DE, KarstadtQuelle Nestle DE, P&G DK GO GO Carrefour, Metro FR Nestle FR, P&G FR Wal*Mart US, Tesco US Nestle US, P&G US…. Global Industry Engagement MO Delivery & Support Wal*Mart CA, LoblawNestle CA, P&G CA Local industry management Local delivery & Support

Implementation Support Implementation Support of New System Components Implementation Support of Core System Components

Customer Service & Helpdesk GlobalOffice GDSN Marketing Bar Code LT Health Care Gateway Gateway is the primary bridge between MOs and GO experts Network effect will build over time to enable more direct contact MO MO MO MO MO MOs 135

Training & Education To train and educate GS1 MO’s and their users on the standards, solutions and services, T&E: Develops Global Training Material for the MOs and their users (Classroom and eLearning) Structured methodology GS1 GO provide a rich pool of expertise Assists MOs in developing, translating and distributing their courses Organises classroom courses based on MOs needs (defined at regional level)

Contact Details
Ian Robertson GS1 Global Office T +1 832 283 1790W www.gs1.orgE ian.robertson@gs1.org

What is the GS1 Intellectual Property Policy?

Why do we need an IP Policy?To Create Royalty Free Standards ”IP plays an increasingly important role in an increasingly broad range of areas, ranging from Internet to health care to nearly all aspects of science and technology”

IP within GS1…Why and How Why an IP Policy? to promote the development of royalty free standards How? Develop and administer an IP Policy (must opt in) The IP Policy sets forth royalty free licensing terms Only those that have signed the IP and Opt-In Agreements can participate in GS1 Work Groups (standards development)

The Value of the GS1 IP Policy to Members of GS1 Non GS1 members DO NOT receive a royalty-free license to necessary IP in the GS1 standards GS1 members RECEIVE a royalty-free license to necessary IP in the GS1 standards

IP In The Process IPP not required in Step 1 Opt In IP Review

IP Documents at Glance

IP Review 1st 30-day IP review begins when we reach Prototype Standard, and runs concurrently with prototype/test. 2nd 30-day IP review begins when we reach Unratified Standard, and runs concurrently with POC review POC review may complete with a “conditional approval,” after which: If no IP claims are made, std progresses directly to board ratification If IP claims are made, POC reviews again, and decides either Send std back for rework in light of IP claims; or Progress to board ratification with IP issues noted If no prototype/test phase, then 1st IP review is omitted Release of std to ISO or other SDO takes place after 2nd IP review completes

What Does The New Policy Mean to an MO and Its Community? You Must Sign Your users must sign..if: They participate in GSMP They participate in gathering requirements requirements They participate in community reviews They participate in the development of standards

How Do We Enable Effective Roll Out Of The New GS1 IP Policy? Develop the GS1 IP Tool kit The GS1 IP Policy “Made Simple” Statement of Business Rationale Overview of how applied “How To Bring Your Users On Board” FAQs

How Do We Enable Effective Roll Out Of The New GS1 IP Policy? Launch the GS1 IP Advisory Group Mission: To assist in the delivery and deployment of the GS1 IP Policy to the global user community via the GS1 MOs Includes Legal and Standards staff, MO representatives Methodology: Review content and help to optimize messaging Intermediate with local community members Identify any implementation hurdles and drive to a common global solution

What can be shared

IP Policy Resource Library IP Policy Made Simple The intention of the IPP The affect to my Company’s Patent Portfolio How the IPP protects the GS1 Community FAQ’s What are the benefits of having the IPP? Who should sign the IPP documents? How does my organization reserve intellectual property which is not available for license? Available: www.gs1.org/ip

GSMP IP Dashboard 10 June 2010

Q & Q cont.

Questions?

Tools to Take Away GSMP Website IPP Participation Working Groups Standards News and Events Presentation of the New GSMP MO Extranet Discussion: Revive the Monthly on-boarding webinars

Contact Details
GS1 Global Office Avenue Louise 326, bte 10 B-1050 Brussels, Belgium T + 32 2 788 78 00 W www.gs1.org

The Global Standards Management Process (GSMP)