Applying standards in eProcurement and eInvoicing

1. 24th November 2009 Bruxelles Klaus Vilstrup Pedersen DIFI, Norway Applying standards in eProcurement and eInvoicing

2. PEPPOL Sustainability Sustainability is our objective Governance describes what is needed to achieve a sustainable solution. • Governance has been defined as "rules, processes and behaviour that affect the way in which powers are exercised…. particularly as regards openness, participation, accountability, effectiveness and coherence“ [European Commission, European Governance - A White Paper, 2001] • Life-cycle management (LCM) is a fundamental architecture governance activity Governance and Life-cycle management of : PEPPOL Pilots (Short term) -> 31.10.2011 PEPPOL (Long term) 01.11.2011 ->

3. LCM of PEPPOL asset portefolio • The set of specifications that adds up to suites of full eProcurement solutions • The set of central components that supports the implemented architecture • The set of legal agreements that supports the PEPPOL eProcurement architecture

4. Governance and LCM PEPPOL Compliance

5. Lifecycle management Strategically, life-cycle management ensures that we have the right portfolio of specifications and solutions to deliver the highest possible business value over time Tactically, life-cycle management ensures that each set of specifications and solutions is of the highest possible quality and used appropriately Operationally, life-cycle management ensures that solutions is used with highest possible quality

6. Life Cycle Management Delivering consistent business value through: Portfolio management Consumption management Creation and change management — manage the planning, definition, development, change and use

7. ITIL inspiration 1. Service Strategy 2. Service Design 3. Service Transition 4. Service Operation 5. Continual Service Improvement Checklist

8. Change management (example) Change Management ensures that changes are recorded, evaluated, authorized, prioritized, planned, tested, implemented, documented and reviewed in a controlled manner. Change = new participants (Service Providers, Contracting Authorities, Economic Operators) Change = introducing new (versions of) specifications in the portefolio Change = introducing new services Change = Go from one ambition level to another

9. BP – Interoperability Level dim. Pre Awarding PostAwarding Payment VCD eCatalogue eOrdering eInvoicing Legal Organisational Semantic Technical

10. BP – Interoperability Level dim. Pre Awarding PostAwarding Payment VCD eCatalogue eOrdering eInvoicing Legal CEN ISSS WS/eCAT Organisational Semantic Technical

11. BP – Interoperability Level dim. Pre Awarding PostAwarding Payment VCD eCatalogue eOrdering eInvoicing Legal CEN eInv2 Organisational Semantic CEN eInv2 Technical

12. BP – Interoperability Level dim. Pre Awarding PostAwarding Payment VCD eCatalogue eOrdering eInvoicing Legal Organisational CEN ISSS WS/BII Semantic Technical

13. BP – Interoperability Level dim. Pre Awarding PostAwarding Payment VCD eCatalogue eOrdering eInvoicing Legal Organisational eInvoicingExpert Group Semantic Technical

14. BP – Interoperability Level dim. Pre Awarding PostAwarding Payment VCD eCatalogue eOrdering eInvoicing Legal European Commission Pilot Organisational Semantic Technical

15. BP – Interoperability Level dim. Other Projects OtherDomains PreAwarding PostAwarding Other Projects OtherDomains eSignature Infrastructure

16. Life cycle dimension Generic Generic Life Cycle Management Legal Organisational Tools Changemanagement Awareness/Traction Monitoring/Evaluation Development Innovation Central componentoperation ?? Semantic Technical

17. PEPPOL Traction • Support new participants • Attract new participants • Secure that consistent business value is delivered • Keywords: • Implement new (versions of) open standards in the portefolio • Implement new solutions in the portefolio • Principles • Close cooperation with the private sector “If possible, leave it to the market” • Base the portefolio on open standards

18. Governance Generic Generic European SpecificationGroups Worldwide SpecificationGroups Legal UN/CEFACT and others CEN ISSS WS/? (many) Organisational Life CycleManagemengt Semantic Technical OASIS TC W3C and others

19. Short Term Challenges • Asset protefolio • Legal agreements • Peering agreements • Central components • Infrastructure • eCatalogue • VCD • Specifications • CEN ISSS WS/BII profiles • WP specifications

20. Short Term Challenges • Governance • Project management • Life cycle management • Tools • Change management • Awareness/Traction • Evaluation • Development • Innovation • Central component operation

21. Tasks for Long Term • Life cycle management • ITIL inspired (check list) • Identify dimensions and detail • Define Organization • Central organisation • Tasks • Specification groups • Align with dimensions • Peering agreements • Use of ISA programme for operating central components

22. Define organisation Dependent on the life cycle model and dimensions Principles • Openness • Agility • Involve the private sector

23. Sustainability group • Create a “Sustainability group” involving major stakeholders • PEPPOL participants (WP 7 coordinator, Deputy Project Director) • DG INFSO • DG MARKT • DG ENTERPRISE • DG DIGIT • IDABC / ISA • Publication office (TED)   • Create a “private sector group” with private sector organizations • Initiated at the PEPPOL conference in Copenhagen in October

24. Plan 10-12-2009 First draft of Governance and Lifecycle model 10-12-2009 Sustainability plan established 31-03-2010 Second draft of Governance and Lifecycle model 31-10-2010 Third draft of Governance and Lifecycle model 31-03-2011 Fourth draft of Governance and Lifecycle model 31-10-2011 Final draft of Governance and Lifecycle model 31-10-2011 Governance and LCM implemented

25. PEPPOL ConferenceImplementing eProcurement with PEPPOLFebruary 9th – 11th 2010Malmö, Sweden